Finance Assistant

Job description

Job responsibilities

To assist the Finance team in providing accurate accounting records and timely reports. This role will support all accounts functions including but not limited to Purchase Ledger, Sales Ledger and Cash Book. Working as part of a small team, this role will offer variety and exposure to a number of different projects within accounts and finance.

The post holder will be expected to work flexibly and enthusiastically within the team to complete a broad and variable range of tasks as directed by the Accounts Supervisor & Financial Controller.

Accounts and Data Analysis

• Bank & petty cash reconciliations.
• Processing sales invoices and assisting in the preparation of payment runs.
• Coding and publishing purchase invoices through Auto Entry.
• Reconciling supplier statements.
• Credit Control, including seeking recovery of outstanding debts.
• Perform standard monthly nominal reconciliations.
• Completing transactional tasks within deadline.
• Providing timely reports to finance management and supporting with the checking of data.
• Responding to queries from suppliers, customers, & colleagues by email and phone.
• Ad hoc finance duties.

Person Specification

Knowledge and skills

Essential

• Excellent administrative skills and proficiency in the use of Windows based software with medium level Excel skills as a minimum and ideally Advanced level e.g. lookups, sumifs and pivot tables
• Ability to deal with sensitive information and situations and work under pressure
• Good organisational skill with an ability to prioritise whilst working to a high level of accuracy and attention to detail
• Excellent written, communication, and interpersonal skills
• Understand the importance of confidentiality and apply this in day to day practice
• An ability to learn new software packages
• Ability to use own judgement on when to take initiative and when to take advice

Qualifications

Essential

• Educated to GCSE level as a minimum with at least a C grade in English and Maths

Desirable

• Further qualification in Accounting

Experience

Essential

• At least 2 years previous experience in finance/accounting
• Experience of Sage 50 or similar accounting package

Desirable

• Reporting and data analysis
• Familiarity with the healthcare sector
• Experience of healthcare administration

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

Principal Medical Limited

Address

Principal Medical Ltd

3 Barberry Place

Bicester

Oxfordshire

OX26 3HA

Employer's website

https://www.principal-medical.co.uk (Opens in a new tab)